AUMdb

Lera Consulting Structural Engineers, R.L.L.P. Salary Reduction Profit Sharing Plan

Sponsored by Lera Consulting Structural Engineers, R.L.L.P. · EIN 133147972 · Plan #004

Total assets
$50.5M
Net assets
$50.5M
Active participants
90
With balances
100

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Grassi &Co. Cpas Accounting $22,301
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$66,147